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Meet the Dakota Team

At Dakota, everything we do is for the investment sales professional. We’re a team of industry experts constantly challenging each other to grow every day.

Meet The team

Investment Sales Software Sales Marketing and Member Success Technology Data Dakota Live Intern
Tracy Rogers, Chief Administrative Officer

Tracy Rogers

Chief Administrative Officer

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Anna Blumenfeld, Vice President, Institutional Sales

Anna Blumenfeld

Vice President, Institutional Sales

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Dominique Mortelliti, Business Development Director

Dominique Mortelliti

Business Development Director

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Kim Mullarkey, Business Development Director

Kim Mullarkey

Business Development Director

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Anna Walsh, Head of Membership Services

Anna Walsh

Head of Membership Services

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Chris O'Grady, Chief Investment Officer

Chris O’Grady

Chief Investment Officer

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Amy Sariego, Director of Content Marketing

Amy Sariego

Director of Content Marketing

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Tim Brown, Chief Financial Officer

Tim Brown

Chief Financial Officer

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Samantha Ladavich, Director of Product Development

Samantha Ladavich

Director of Product Development

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Priya Stanley, Chief Technology Officer

Priya Stanley

Chief Technology Officer

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Rob Robertson, Chief Revenue Officer

Rob Robertson

Chief Revenue Officer

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Stephanie Patterson, Research Data Analyst

Stephanie Patterson

Data Enrichment Manager

Tim Dolan, Vice President of Institutional Sales

Tim Dolan

Vice President, Institutional Sales

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Anngie Licarte, Data Research Analyst

Anngie Licarte

Data Research Analyst

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Lee Beck, Director of Strategic Relationships

Lee Beck

Director of Strategic Relationships

Barbara Loeslein, Vice President of Advancement

Barbara Loeslein

Vice President of Advancement

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Sowon Park, Multimedia Graphic Designer

Sowon Park

Multimedia Graphic Designer

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Andrew O'Shea, Vice President of Institutional Sales

Andrew O’Shea

Vice President, Institutional Sales

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Ryan Creighton, Vice President of Institutional Sales

Ryan Creighton

Vice President, Institutional Sales

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Steve Aitken, Vice President of Institutional Sales

Steve Aitken

Vice President, Institutional Sales

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Nick Butz, Business Development Director

Nick Butz

Business Development Director

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Forry Smith, Business Development Director

Forry Smith

Business Development Director

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Patrick Tighe, Business Development Director

Patrick Tighe

Business Development Director

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Sean Dolan, Business Development Director

Sean Dolan

Business Development Director

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John Nostrant, Business Development Director

John Nostrant

Business Development Director

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Matt Marino, Business Development Director

Matt Marino

Business Development Director

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Conner Mosebrook, Business Development Director

Conner Mosebrook

Business Development Director

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Jack Miller, Business Development Director

Jack Miller

Business Development Director

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Jack Lamb, Business Development Director

Jack Lamb

Business Development Director

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Andrew Orischak, Business Development Director

Andrew Orischak

Business Development Director

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Doug Carpenter, Business Development Director

Doug Carpenter

Business Development Director

John Repke, Business Development Director

John Repke

Business Development Director

Doug Beck, Market Intelligence Analyst

Doug Beck

Market Intelligence Analyst

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Mousaab Abdalla, Membership Services Manager

Mousaab Abdalla

Membership Services Manager

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Joe Hoey, Customer Success Manager

Joe Hoey

Customer Success Manager

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Dan Starr, Director of Data Management and Strategy

Dan Starr

Director of Data Management and Strategy

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Luke Boedicker, Membership Services Manager

Luke Boedicker

Membership Services Manager

Matt Loeslein, Director of Institutional Research

Matt Loeslein

Director of Institutional Research

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Nathan Sealy, Salesforce Data Manger

Nathan Sealy

Salesforce Data Manager

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Manfred Kanther, Manager of Strategic Initiatives

Manfred Kanther

Manager of Strategic Initiatives

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Tyler Goodstein, Salesforce Administrator

Tyler Goodstein

Salesforce Administrator

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Koncheng Moua, Research Data Analyst

Koncheng Moua

Research Data Analyst

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Roberto Yambo, Production Manager

Roberto Yambo

Production Manager

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Jamie Sims, Video Operations Manager

Jamie Sims

Video Operations Manager

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Claudio Chieffo, Software Sales Intern

Claudio Chieffo

Software Sales Intern

John Powers, software sales intern

John Powers

Software Sales Intern

John Washington, Software Sales Intern

John Washington

Software Sales Intern

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Morgan Holycross, Content Marketing Intern

Morgan Holycross

Content Marketing Intern

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Learning Center

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